New Client Onboarding | Galatians Bookkeeping

Business Operations
How does your company get paid? Which system is used for clients and customers to pay you?
Are there any delinquent invoices that have gone unpaid?
In 5 steps or less, what is the onboarding process for new clients and customers that engage with your business? Please start at the Sales and end at client paying the business.
Please list your top 3 services and their applicable rates.
Do you currently have an inbox where your customers and clients ask accounting related questions?
Do you use Cash app, Venmo, Zelle to make or receive payments?

Business Goals & Growth
Annual Gross Revenue from previous year
What is your revenue goal for this year?
How many clients served per month (estimated)?
How are your clients finding you?
What are some high-level action steps that you are willing to take in order to achieve that goal? These can be loose/brainstorming ideas.
Do you have any additional sales strategies that you would like to explore this year?

Instructions for Quickbooks + Bank Access
If you have Quickbooks, please follow the below instructions to add our team to your profile. Once complete, please check the 'Done' box on this form.

Quickbooks Instructions Inviting an Accountant
- Sign in to QuickBooks Online as a primary admin.
- Go to Settings ⚙ and select Manage users.
- Select the Accounting firms tab.
- Select Invite.
- Enter your accountant's info (please use angelise@galatiansbookkeeping.com)
- Click Done.
Please confirm Quickbooks invitation has been complete.

DoneWill need assistance
We will also need view-only access to your bank account(s) to retrieve bank statements each month for reconciliation.

We have included the instructions page for how to grant access below.

If unable to grant view-only access to online banking, we will need you to send us a pdf of the bank statements each month.

View Only Bank Access
Please confirm you have setup bank access.

DoneWill need assistance

Please select the appropriate tier based on the below pricing table.

If your company is grossing more than $1M per year, please select Level 3 and a Galatians Bookkeeping team member will follow up with you for your updated subscription.

Kindly note that processing payment below confirms that you have read and are in agreement with our Terms of Service.
Pricing

Payment | Monthly Subscription

Level 3 Finance Management

($15,000.00 for 1 month)

Level 2 Finance Management

($10,500.00 for 1 month)

Level 1 Finance Management

($7,500.00 for 1 month)